Patrick RafteryPatrick RafteryLife Insurance Specialist
About Patrick
Patrick Raftery is an Executive Director and Life Insurance Specialist at J.P. Morgan Wealth Management.
Patrick partners with individuals, families and advisors to design and implement insurance strategies. He focuses on helping clients preserve assets, create retirement liquidity and build legacies intended to support long-term well-being. His experience spans life, disability income and long-term care planning as well as advanced estate and business owner strategies.
Patrick joined J.P. Morgan in 2025. He began his career in the property and casualty insurance industry, where he gained firsthand experience helping families, corporations and business owners manage risk. He later built a successful financial planning practice at Northwestern Mutual, advising affluent families and closely held business owners on integrated protection and wealth planning. In these roles, he coordinated closely with clients' accountants, attorneys and professional advisors to develop thoughtful, individualized approaches.
Patrick graduated from the University of Kansas with a B.A. in Sociology and a B.S. in Criminal Justice. He holds the FINRA Series 6 and 63 securities licenses. Patrick continues to pursue advanced planning education to broaden his knowledge base.
Patrick lives in Hawthorn Woods, Illinois, with his wife, Nikki, and their three children: Mia, Stella and Ryan. He enjoys running, skiing, family travel and cheering on KU. Rock Chalk, Jayhawk!
Insights
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December 5, 2025Despite underperforming over the past three years, here’s why our strategists think the health care sector now looks promising.Read Now6 strategies to consider before year-end
December 3, 2025As the year comes to a close, here are six strategies to consider when thinking about your finances. Learn some steps to help set yourself up for financial success in 2025 and beyond.Read NowIncentive stock options and the AMT
December 3, 2025Incentive stock options can provide tax benefits, but without proper planning, those benefits can be diminished.Read NowAI-powered scams: How you can help protect yourself
December 2, 2025Fraudsters are now using AI to put a new, sophisticated spin on age-old scams, making personal and financial security more vital than ever. Learn what you can do to help protect yourself.Read NowHow you can help protect yourself
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December 2, 2025Communicate and plan properly to ensure that wishes are satisfied.Read NowFundamental estate planning considerations
December 2, 2025As your circumstances change, it’s a good idea to revisit your wills, trusts and other estate planning documents.Read Now3 things we (and markets) are grateful for this season
November 26, 2025We give thanks for a broad-based rally, a durable economy and a powerful innovation cycle.Read NowWhat will you do if you suddenly become rich?
November 25, 2025Substantial cash inflows can be disruptive if you do not create a plan to receive and manage the money.Read Now